Lisa is Shepherd and Wedderburn Financial’s Senior Administrator and joins the team with over six years’ experience in financial services. Her organisation skills and meticulous attention to detail make her invaluable to the day-to-day support of the team.
Robbie is a paraplanner with over eight years' experience in the financial services industry. Robbie enjoys the more technical aspects of the financial world and has particular expertise in pensions, investments and the platform market. He holds numerous Diploma level qualifications and is currently studying towards completion of the Diploma in Regulated Financial Planning.
Jennifer holds a Bachelor of Commerce degree from the University of South Africa and has joined Shepherd and Wedderburn Financial as our Support Paraplanner. She has over 6 years’ experience in a supportive role in the financial services industry bringing a wide range of international experience to the firm.
SWF advisers are at their happiest when they are talking matters financial. We show here a few pieces in the press which might be of interest to you.
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